FPA of GA Pro Bono Volunteers (Updated)

Tips for Developing Good Financial Habits- I Care Atlanta (07/21/18)

The FPA of GA is hosting another workshop with one-on-one's at I Care Atlanta on 07/21/18 from 10am-12pm. The purpose of this workshop is to provide basic money definitions and an introduction to financial planning for kids and young professionals on how to develop and maintain a sound financial plan. We will cover basic financial concepts including goal setting, budgeting, saving, and time value of money. We hope you will join us as we continue to spread financial literacy to the Atlanta community and raise awareness about the FPA! (We can't do this without your help!!)

To volunteer, you will need to submit your name below for:

1.) Leading a workshop

2.) Providing one on one time with a workshop attendee to answer questions (if not currently a CFP, you are HIGHLY ENCOURAGED to shadow a professional)

3.) Being the Media Manager by taking pictures and retrieving testimonials

REQUIREMENTS:

1.) You do not need to be a CFP professional in order to provide one on one meetings; HOWEVER we ARE REQUIRED to have CFPs available to Oversee the guidance; CFPs will be present for this event.

2.) You must view the Pro Bono Bootcamp Presentation and take the short exam: 

---Presentationhttps://www.youtube.com/watch?v=GdYCDIPlmbY&feature=youtu.beCE

---Examhttp://www.foundation-finplan.org/volunteer/pro-bono-training/probono_self_study

NOTE:

-You are MORE than welcome to sign up for both leading a workshop and providing one on one's.

-Presentations and Scripts (when available), WILL be provided weeks beforehand.

-Partner organizations have been instructed to let attendees know that they should bring statements and documents relevant to the discussion they would like to have with their volunteer planner.

-If you've received the link through this sign up and you have NOT previously provided your information to the Volunteer Database, please go here and input your information: https://goo.gl/Cb0MWy

-If you are a CFP (r) certificant, and need apprentice hours from shadowing CFP(r) professionals, we will be able to provide a form on your behalf.

 

Remember to get there 15 minutes early to allot some time to sign in and network with other professionals! We look forward to seeing you at this awesome event and thank you for all of your efforts in making the FPA great!

 

Best Regards,

Tiffany Ramroop

Pro Bono Volunteer Coordinator

Date: 07/21/2018 (Sat.)

Time: 10:00am - 12:00pm EDT

Location: 5879 New Peachtree Rd, Doraville, GA 30340

Created by:   Kristin Pugh
 
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Available Slot

Workshop Presenter/Discussion Member (2)

Upon sign up, you will be emailed a copy of the "Tips for Developing Good Financial Habits" presentation for review.

 
1 of 2 slots filled
Debbie Montgomery

One on One Volunteer Planner (3)

Volunteers are encouraged to arrive early to listen to the presentation in case questions regarding the material come up during the one on one sessions.

 

Shadow a Planner (3)

Shadow a volunteer planner.

 
All slots filled
Jeffrey Wallace
Mahmood Awad
Anthony Bello

Media Manager

Media Manager is responsible for taking pictures, retrieving testimonials from clients and pro bono planners, and sending this information to FPA Public Relations Director Jacqueline Schadeck.

 


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